Features · Leads & Pipeline

Lead Capture

Sales leads are those businesses or people who may eventually transform into clients for your business. Leads are also the data that identifies an individual or entity as a potential customer for any service or product that you offer. Companies usually access sales leads via trade shows, email marketing efforts, advertising, online and offline marketing initiatives, and third parties, among other sources.

With NucleusCRM, you can automatically capture leads from your website, blog, social media, or email campaign and process them through your sales funnel. For fast integration, the WebFormJS Library is available for use on all of your existing forms. If more advanced integrations are needed, we provide direct access to our API. Follow this tutorial for a step-by-step guide on How to Capture Leads.
Lead Management
All captured leads are visible in the Leads Overview where your can track their progress. You can search through or filter your leads by status, account or lead source.

For documentation on how to integrate with NucleusCRM, please visit the developer portal. Full WebForms and API documentation can be found there as well.

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